RWM

Rialto Wealth Management Portfolio holdings

AUM $319M
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
+$19.3M
Cap. Flow %
6.06%
Top 10 Hldgs %
40.15%
Holding
1,012
New
491
Increased
186
Reduced
119
Closed
18

Top Buys

1
$8.5M
2
$4.98M
3
$2.31M
4
$1.28M
5
$1.17M

Top Sells

1
$2.82M
2
$346K
3
$239K
4
$202K
5
$188K

Sector Composition

1Technology4.06%
2Healthcare1.78%
3Industrials1.23%
4Financials1.15%
5Real Estate0.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7760%3 New
+$776
$7540%21 New
+$754
$7470%10 New
+$747
$7460%30 ––
$7350%59 ––
$7350%8 New
+$735
$7310%12 New
+$731
$7230%244 New
+$723
$7170%27 New
+$717
$7110%3 New
+$711
$7110%166 ––
$7040%397 ––
$6990%2 New
+$699
$6980%2 New
+$698
$6920%2 New
+$692
$6910%10 New
+$691
$6860%9 New
+$686
$6850%9 New
+$685
$6840%6 New
+$684
$6800%12 New
+$680
$6770%5 New
+$677
$6760%2 New
+$676
$6730%5 New
+$673
$6590%4 New
+$659
$6550%2 New
+$655
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